Glass Jacobson Investment Advisors’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.2K | Sell |
434
-22
| -5% | -$3.81K | 0.03% | 252 |
|
|
2025
Q1 | $72.7K | Hold |
456
| – | – | 0.02% | 330 |
|
|
2024
Q4 | $72.7K | Buy |
456
+41
| +10% | +$6.54K | 0.02% | 330 |
|
|
2024
Q3 | $63K | Hold |
415
| – | – | 0.02% | 329 |
|
|
2024
Q2 | $62.5K | Sell |
415
-69
| -14% | -$10.4K | 0.02% | 318 |
|
|
2024
Q1 | $65.4K | Hold |
484
| – | – | 0.02% | 318 |
|
|
2023
Q4 | $59.4K | Buy |
484
+1
| +0.2% | +$123 | 0.02% | 318 |
|
|
2023
Q3 | $50.7K | Hold |
483
| – | – | 0.02% | 327 |
|
|
2023
Q2 | $52.6K | Buy |
+483
| New | +$52.6K | 0.02% | 326 |
|
|
2022
Q4 | $35.9K | Buy |
+482
| New | +$35.9K | 0.02% | 369 |
|